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Name Holding Trade Value Shares
Change
Change in
Stake
LAIC
526
Lederer & Associates Investment Counsel
California
$788K -$6.17K -17 -0.8%
HGWM
527
Horst & Graben Wealth Management
Oregon
$786K – – –
BL
528
Balentine LLC
Georgia
$783K +$389K +1,071 +114%
EHC
529
Everett Harris & Co
California
$780K – – –
GFP
530
Gryphon Financial Partners
Ohio
$776K -$417K -1,150 -37%
SCA
531
Snowden Capital Advisors
New York
$775K +$640K +1,764 +788%
DMBA
532
Deseret Mutual Benefit Administrators
Utah
$774K -$96.9K -267 -12%
BC
533
Bartlett & Co
Ohio
$771K -$27.2K -75 -4%
IF
534
IRON Financial
Illinois
$771K +$717K +1,976 New
BCWM
535
Bartlett & Co Wealth Management
Ohio
$771K -$27.2K -75 -4%
Lido Advisors
536
Lido Advisors
California
$768K -$987K -2,719 -58%
CAM
537
Cresset Asset Management
Illinois
$764K -$726 -2 -0.1%
CCA
538
Checchi Capital Advisers
California
$761K +$24.7K +68 +4%
AIP
539
Ameritas Investment Partners
Nebraska
$759K -$19.6K -54 -3%
SWP
540
Stratos Wealth Partners
Ohio
$759K +$72.6K +200 +11%
QIM
541
Quantitative Investment Management
Virginia
$754K +$701K +1,932 New
II
542
Inspire Investing
Idaho
$750K -$82K -226 -11%
AF
543
Arrow Financial
New York
$742K +$163K +450 +31%
CCM
544
Cullen Capital Management
New York
$738K -$43.9K -121 -6%
TWI
545
Thomas White International
Illinois
$734K – – –
RJT
546
Raymond James Trust
Florida
$726K -$328K -904 -33%
SFS
547
Strategic Financial Services
New York
$720K – – –
H
548
HoyleCohen
California
$716K -$2.18K -6 -0.3%
TMAM
549
Tokio Marine Asset Management
Japan
$702K +$20.7K +57 +3%
FCH
550
Freestone Capital Holdings
Washington
$702K +$248K +682 +61%